S.E.E.D. Planning Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

S.E.E.D. Planning Group’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$895K	Sell	7,204 -288	-4%	-$34.7K	0.24%	56
2026 Q1	$799K	Sell	7,492 -652	-8%	-$74K	0.23%	53
2025 Q4	$964K	Hold	8,144	–	–	0.27%	49
2025 Q3	$954K	Buy	8,144 +856	+12%	+$95.3K	0.28%	51
2025 Q2	$774K	Hold	7,288	–	–	0.24%	53
2025 Q1	$658K	Sell	7,288 -128	-2%	-$12.6K	0.22%	57
2024 Q4	$745K	Sell	7,416 -12	-0.2%	-$1.18K	0.25%	60
2024 Q3	$697K	Sell	7,428 -604	-8%	-$54.8K	0.23%	59
2024 Q2	$732K	Hold	8,032	–	–	0.27%	58
2024 Q1	$677K	Hold	8,032	–	–	0.25%	58
2023 Q4	$609K	Hold	8,032	–	–	0.25%	55
2023 Q3	$534K	Sell	8,032 -624	-7%	-$43.1K	0.21%	54
2023 Q2	$595K	Hold	8,656	–	–	0.21%	55
2023 Q1	$529K	Hold	8,656	–	–	0.2%	56
2022 Q4	$464K	Hold	8,656	–	–	0.2%	56
2022 Q3	$455K	Hold	8,656	–	–	0.21%	54
2022 Q2	$473K	Hold	8,656	–	–	0.21%	53
2022 Q1	$601K	Sell	8,656 -3,904	-31%	-$267K	0.26%	49
2021 Q4	$960K	Hold	12,560	–	–	0.42%	45
2021 Q3	$860K	Hold	12,560	–	–	0.41%	45
2021 Q2	$852K	Buy	12,560 +1,028	+9%	+$66.3K	0.42%	47
2021 Q1	$701K	Buy	11,532 +3,904	+51%	+$238K	0.38%	47
2020 Q4	$460K	Hold	7,628	–	–	0.28%	49
2020 Q3	$414K	Sell	7,628 -572	-7%	-$30.1K	0.3%	47
2020 Q2	$393K	Buy	+8,200	New	+$361K	0.31%	44

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

S.E.E.D. Planning Group's IWF Position: Q2 2026 in Review

S.E.E.D. Planning Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.8% in Q2 2026, selling an estimated $34.7K and leaving 7,204 shares worth $895K. The position accounts for 0.24% of the portfolio, ranked #56.

S.E.E.D. Planning Group first reported a position in IWF in Q2 2020 and has held it in 25 quarters since. The position peaked at $964K in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

S.E.E.D. Planning Group held 7,204 shares of iShares Russell 1000 Growth ETF worth $895K as of Q2 2026.
S.E.E.D. Planning Group sold 288 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $34.7K.
iShares Russell 1000 Growth ETF made up 0.24% of S.E.E.D. Planning Group's portfolio in Q2 2026, its #56 holding.
S.E.E.D. Planning Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 25 quarters since.
S.E.E.D. Planning Group's iShares Russell 1000 Growth ETF position peaked at $964K in Q4 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.